Managing Director, Advisor Team Operations & Strategy

Position: MANAGING DIRECTOR, ADVISOR TEAM OPERATIONS & STRATEGY
About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,
* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Position Overview The Managing Director, Advisor Team Operations & Strategy serves as the operational architect and strategic business leader for a large, Wealth Advisory team operating within one of the nation's leading Registered Investment Advisors.

This leader partners closely with the Advisor Leadership Team to strengthen team cohesion, operational excellence, talent development, client experience consistency, and long-term enterprise value creation of the Team.

The Managing Director serves as the chief operating partner to the Advisor Leadership Team, translating strategic priorities into execution while fostering accountability, collaboration, and sustainable growth.

Operational Leadership & Execution Lead the day-to-day operational management of the Wealth Advisory team.

Drive accountability for key business objectives, strategic initiatives, deliverables, and deadlines.

Facilitate leadership meetings, quarterly business reviews, and action item follow-up.

Monitor team capacity, resource allocation, and operational effectiveness.

Develop organizational structures, workflows, and accountability frameworks.

Cross-Functional Partnership & Enterprise Coordination Serve as the primary liaison between the Wealth Advisory team and centralized business functions.

Improve communication, streamline workflows, and enhance service delivery.

Coordinate implementation of enterprise initiatives impacting the advisory team.

People Leadership & Talent Development Locally oversee the management, development, and performance of Associate Wealth Advisors and Client Service Associates for team unity.

Provide leadership, coaching, mentorship, and professional development support.

Assist with hiring, onboarding, training, and talent development efforts.

Support career pathing, succession planning, and leadership development initiatives.

Client Experience & Service Excellence Promote a culture of client service excellence.

Ensure a consistent, high-quality client experience.

Partner with Marketing to coordinate annual client events and engagement initiatives.

Identify opportunities to improve client experience and operational efficiency.

Business Management & Accountability Maintain oversight of financial performance, productivity metrics, and operating leverage.

Track business development activity and strategic growth opportunities.

Develop and monitor KPIs that drive accountability and business performance.

Support annual planning, budgeting, and business objective setting.

Governance, Risk & Change Management Support change management efforts related to growth and transformation.

Ensure adherence to firm policies, procedures, and regulatory requirements.

Partner with Compliance and Risk teams to mitigate business risks.

Support implementation of new business processes and technology solutions.

Additional Areas of Focus Team culture and employee engagement

Capacity and resource planning

Succession and continuity planning

Operational scalability

Technology optimization and workflow improvement

Enterprise value creationQualifications
10+ years of leadership experience within wealth management, financial services, or…